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Link the login, work the exceptions, and take access back

Link the login, work the exceptions, and take access back

Give your suppliers a login to your matching results · presentation 3 of 3 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Give your suppliers a login to your matching results · presentation 3 of 3

Link the login, work the exceptions, and take access back

You can link a supplier's person to their group and give them the applet, agree what a useful remark says…

Letting them in

Step 1 — Link a person and give them the applet

The wholesaler's accounts person will be able to sign in and see their rows.

What you do
  1. Open the group on the Supplier applet's Consolidated Arap screen…

Step 2 — Agree what a useful remark says

Every remark will tell your team what to do next.

What this step names
  1. Agree with the wholesaler that each remark on an unmatched row says…
  2. Here it is; or the amount differs
  3. Why

Step 3 — Save from a fresh listing, on both sides

Far fewer remarks will vanish between your team and the supplier.

What this step names
  1. Reload the listing just before you open a row
  2. Agree with the supplier which days each side edits
  3. Reopen the row after saving to check both sides' fields survived

The review

Step 4 — Review the unmatched rows every week

The login will be earning its keep.

What you do
  1. Mark a row PAID only when the payment has actually gone out…

Letting them go

Step 5 — Take access back in two places

A person who has left the supplier, or a supplier you no longer buy from…

What you do
  1. Delete the person's line on the group's Login tab
  2. Ask your administrator to uninstall the AP Automation Supplier Access applet from that login…
  3. Delete the line rather than setting it inactive…
  4. Keep a list of who has a login…

NarrationSlide 1 of 9

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Build the group that decides what a login sees — transcriptLink the login, work the exceptions, and take access back — transcript